See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,993 | $159,602+6.5% | $150,045+13.3% | $142,382+19.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.98% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,514 | $4,961-69.5% | $4,693-67.7% | $4,299-64.8% |
| Participant deferral / active EE | $6,810 | $8,310-18.1% | $7,997-14.8% | $6,507+4.6% |
| Admin fee / account holder | $3,519 | $14,846-76.3% | $13,435-73.8% | $12,624-72.1% |